Michael Dzialo, Portfolio Manager

We believe there will be long-lasting economic and business ramifications long after the Covid-19 pandemic is resolved. Along the way governments will be on the hook for massive amounts of stimulus dollars to keep their economies running and in global financial markets, there will be companies and sectors that benefit and those who are adversely impacted by the deadly virus.

It is difficult to watch portfolio values decline. Spurred by fears of the Coronavirus and exacerbated by the precipitous drop in energy prices, stock prices experienced dramatic declines over the past few weeks

Just as investors were trying to come to terms with the Coronavirus, Saudi Arabia decided to flood the market already depressed by the virus,...

Just as investors were trying to come to terms with the Coronavirus, Saudi Arabia decided to flood the market already depressed by the virus,...

As you are probably aware, stocks have recently retreated as investors are trying to determine the economic and financial implications of the Coronavirus, or...

As you are probably aware, stocks have recently retreated as investors are trying to determine the economic and financial implications of the Coronavirus, or...

What a difference a year makes! Despite the bear market forecast a year ago, 2019 turned out to be a stellar year for global equity markets paced by the S&P 500. The Dow Jones Industrial Average and NASDAQ Composite also posted record highs.

The United States begins the year with elections looming. Depending on who you ask, the world as we know it may cease to exist. To the contrary, we believe the end of the world is far from near; however, as we approach November 3rd, we would like to provide some context to the race and identify key issues and industries that could be most affected by the outcome.